Off-Trail Works LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000

“Total fees $10,000 ($0 planning + $10,000 AUM) uncapped How client actually pays at $200,000 AUM (planning fee reduced to $3,000):”

Monthly fee

$250/mo

“Either $2,750 upfront (11 months) OR $250/month Investment fees: $500 billed each quarter (always separate) Fee Structure and Service Requirements Planning-First Philosophy:”

Annual fee

$3,600/yr

“Clients who want planning but manage their own investments or keep them elsewhere Pay the annual planning fee for their tier (Essential: $3,600, Comprehensive: $6,000) No AUM fees apply as we don't manage investments ADV Part 2A - Firm Brochure - 2026 10 Fee may be paid upfront (pay for 11 months, get 12 months of…”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Off-Trail Works LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Billing methods are not negotiable - planning fees must be paid from personal funds, investment fees must be deducted from accounts We send advance notice before all fee deductions Different billing methods keep planning and investment fees transparent 5-E.”
• “If planning fee has been reduced to $0 through offsets, only investment management fees are prorated upon termination.”
• “Fee invoices showing the amount of the fee, the value of your assets on which the fee is based, and the specific manner in which the fee was calculated are available to you electronically through Altruist's client portal.”

How Off-Trail Works LLC’s fees compare

• Its flat or project fee of $3,000 is below the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
• 13 of the 48 other planners in Austin that publish a flat or project fee charge less.
• Its annual fee of $3,600 is below the Texas median of $6,000. 31% of the 106 other Texas planners that publish an annual fee charge less.
• 3 of the 22 other planners in Austin that publish an annual fee charge less.

About Off-Trail Works LLC

• Principal: Brandon N. Hinneberg
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

21

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$8,995,090

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337378

Website

offtrailfinancial.com (opens in new tab)

Phone

(414) 531-1305

Can advise clients in 3 states: New York, Texas, Wisconsin

Other planners in Austin that publish fees

• 360 Wealth CreationAustin$250/hr
• Alongside, LLCAustin$5,000, $2,500⁠-⁠$10,000/mo
• Argus Wealth ManagementAustin$250/hr, $2,500⁠-⁠$5,000
• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

Compare all 137 planners in Austin